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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,752 | $59,819-75.3% | $79,583-81.5% | $68,490-78.5% |
| Participation rate | 28.9% | 61.1%-32.1pp | 69.5%-40.5pp | 67.9%-38.9pp |
| Annual return | -23.70% | -12.30%-11.4pp | 0.16%-23.9pp | -7.85%-15.8pp |
| Employer contribution / active EE | $120 | $1,505-92.0% | $2,414-95.0% | $2,597-95.4% |
| Participant deferral / active EE | $2,395 | $3,025-20.8% | $3,986-39.9% | $4,028-40.5% |
| Admin fee / account holder | $2,400 | $4,835-50.4% | $6,835-64.9% | $5,403-55.6% |